Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.8B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,749
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$161M
3
+$125M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$120M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$83.4M

Top Sells

1
+$265M
2
+$253M
3
+$148M
4
AMZN icon
Amazon
AMZN
+$121M
5
VTV icon
Vanguard Value ETF
VTV
+$116M

Sector Composition

1 Technology 12.95%
2 Financials 8.46%
3 Healthcare 7.23%
4 Industrials 5.56%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$113K ﹤0.01%
14,061
+49
2527
$113K ﹤0.01%
3,787
+8
2528
$111K ﹤0.01%
12,759
-1,489
2529
$106K ﹤0.01%
2,733
+46
2530
$105K ﹤0.01%
10,000
-1,647
2531
$104K ﹤0.01%
10,000
2532
$102K ﹤0.01%
11,837
-1,095
2533
$101K ﹤0.01%
11,500
2534
$101K ﹤0.01%
17,544
-4,430
2535
$101K ﹤0.01%
10,000
2536
$98.7K ﹤0.01%
15,068
-4,379
2537
$96.6K ﹤0.01%
17,590
-11,978
2538
$95K ﹤0.01%
10,713
-2,500
2539
$92.5K ﹤0.01%
20,328
-13,318
2540
$92.1K ﹤0.01%
13,250
-300
2541
$90.9K ﹤0.01%
12,873
2542
$88K ﹤0.01%
+14,377
2543
$87.4K ﹤0.01%
14,344
-2,074
2544
$86.6K ﹤0.01%
5,786
-77
2545
$86.1K ﹤0.01%
+15,320
2546
$85.4K ﹤0.01%
18,556
-13,681
2547
$84.3K ﹤0.01%
13,383
+1,134
2548
$81.7K ﹤0.01%
11,148
2549
$80.6K ﹤0.01%
12,139
2550
$80.3K ﹤0.01%
14,466
-889
100 101
102
103 104